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Disclosed positions
THAMES CAPITAL MANAGEMENT LLC: source evidence dated 2026-08-13T03:59:59.999Z.
- Issuer
- STATE STR CORP
- Ticker
- STT
- Class
- COM
- Reported value
- $57,249,837
- Reported amount
- 337,558
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001714267-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
| STATE STR CORP | STT | COM | $57,249,837 | 337,558 | SH | None |
| GE AEROSPACE | GE | COM NEW | $54,707,719 | 146,383 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $52,390,915 | 45,388 | SH | None |
| GE VERNOVA INC | GEV | COM | $50,892,585 | 43,318 | SH | None |
| VERTIV HOLDINGS CO | VRT | COM CL A | $40,928,397 | 122,240 | SH | None |
| HUT 8 CORP | HUT | COM | $40,633,523 | 351,973 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $38,904,705 | 66,972 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $36,776,711 | 77,008 | SH | None |
| NEBIUS GROUP N.V. | NBIS | SHS CLASS A | $36,666,539 | 132,768 | SH | None |
| MKS INC. | MKSI | COM | $35,314,896 | 79,395 | SH | None |
| NOKIA CORP | NOK | SPONSORED ADR | $33,871,756 | 2,550,584 | SH | None |
| SANDISK CORP | SNDK | COM | $33,669,394 | 14,808 | SH | None |
| RIOT PLATFORMS INC | RIOT | COM | $32,900,054 | 1,201,609 | SH | None |
| INTEL CORP | INTC | COM | $31,238,722 | 223,725 | SH | None |
| KLA CORP | KLAC | COM NEW | $28,577,971 | 94,720 | SH | None |
| ASTERA LABS INC | ALAB | COM | $27,886,194 | 57,733 | SH | None |
| TERAWULF INC | WULF | COM | $26,928,014 | 1,090,203 | SH | None |
| NORTHERN TR CORP | NTRS | COM | $26,183,607 | 150,619 | SH | None |
| ADVANCED ENERGY INDS | AEIS | COM | $26,182,931 | 70,220 | SH | None |
| AMPHENOL CORP | APH | CL A | $25,061,948 | 142,139 | SH | None |
| FLEX LTD | FLEX | ORD | $24,225,251 | 149,474 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $23,244,255 | 116,169 | SH | None |
| BROADCOM INC | AVGO | COM | $22,812,700 | 60,391 | SH | None |
| FORGENT POWER SOLUTIONS INC | FPS | COM SHS CL A | $22,283,224 | 398,912 | SH | None |
| CITIGROUP INC | C | COM NEW | $21,419,338 | 153,039 | SH | None |
| KEEL INFRASTRUCTURE CORP | KEEL | COM SHS | $20,795,366 | 3,622,886 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $20,343,774 | 28,138 | SH | None |
| COHERENT CORP | COHR | COM | $18,099,467 | 45,883 | SH | None |
| APPLE INC | AAPL | COM | $17,884,184 | 61,806 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $17,802,917 | 34,663 | SH | None |
| SILICON MOTION TECHNOLOGY CO | SIMO | SPONSORED ADR | $17,607,491 | 52,823 | SH | None |
| VARONIS SYS INC | VRNS | COM | $15,998,551 | 381,281 | SH | None |
| VISA INC | V | COM CL A | $15,666,176 | 45,662 | SH | None |
| ARGAN INC | AGX | COM | $15,582,905 | 19,514 | SH | None |
| AMKOR TECHNOLOGY INC | AMKR | COM | $15,288,665 | 177,301 | SH | None |
| FABRINET | FN | SHS | $14,678,157 | 26,114 | SH | None |
| CIPHER DIGITAL INC | CIFR | COM | $14,590,681 | 595,538 | SH | None |
| ARTERIS INC | AIP | COM | $14,284,148 | 293,973 | SH | None |
| PENGUIN SOLUTIONS INC | PENG | COM | $14,071,579 | 185,128 | SH | None |
| META PLATFORMS INC | META | CL A | $13,966,212 | 24,794 | SH | None |
| BROOKDALE SR LIVING INC | BKD | COM | $12,191,554 | 757,710 | SH | None |
| JABIL INC | JBL | COM | $12,126,044 | 31,457 | SH | None |
| APPLIED DIGITAL CORP | APLD | COM NEW | $10,748,629 | 288,167 | SH | None |
| LAM RESEARCH CORP | LRCX | COM NEW | $9,691,425 | 22,365 | SH | None |
| COMFORT SYS USA INC | FIX | COM | $9,039,674 | 4,561 | SH | None |
| STERLING INFRASTRUCTURE INC | STRL | COM | $7,555,919 | 9,002 | SH | None |
| CELESTICA INC | CLS | COM | $7,170,144 | 19,655 | SH | None |
| LUMENTUM HLDGS INC | LITE | COM | $7,142,491 | 8,324 | SH | None |
| MACOM TECH SOLUTIONS HLDGS I | MTSI | COM | $6,831,445 | 17,960 | SH | None |
| AMAZON COM INC | AMZN | COM | $6,742,639 | 28,290 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.